MWM
SCHR

MFG Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

MFG Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Buy
62,481
+2,240
+4% +$55.4K 1.1% 48
2026
Q1 		$1.5M Buy
60,241
+3,646
+6% +$91.4K 1.24% 42
2025
Q4 		$1.42M Sell
56,595
-55
-0.1% -$1.38K 1.11% 45
2025
Q3 		$1.42M Buy
+56,650
New +$1.42M 1.08% 50

Other funds holding SCHR

CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

MFG Wealth Management's SCHR Position: Q2 2026 in Review

MFG Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.7% in Q2 2026, buying an estimated $55.4K and bringing the position to 62,481 shares worth $1.54M. The position accounts for 1.1% of the portfolio, ranked #48.

MFG Wealth Management first reported a position in SCHR in Q3 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • MFG Wealth Management held 62,481 shares of Schwab Intermediately-Term US Treasury ETF worth $1.54M as of Q2 2026.
  • MFG Wealth Management bought 2,240 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $55.4K.
  • Schwab Intermediately-Term US Treasury ETF made up 1.1% of MFG Wealth Management's portfolio in Q2 2026, its #48 holding.
  • MFG Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.